Invesco India Smallcap Fund vs Axis Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹5905 Cr | ₹23139 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Oct 2018 | 29 Nov 2013 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
Turn Over | 47% | 5% |
Expense Ratio | 1.78 | 1.61 |
Manager | Aditya Khemani | Shreyash Devalkar |
ISIN Code | INF205K011T7 | INF846K01K01 |
Exits Load | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -10.83% | -8.01% |
6 Month | -8.11% | -8.05% |
1 Year | 9.35% | 5.41% |
3 Year | 20.96% | 16.37% |
5 Year | 24.47% | 21.37% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.04% | -10.01% |
3 Year | 20.97% | 14.78% |
5 Year | 25.16% | 21.08% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 26.35% | 18.9% |
3 Year | 28.04% | 19.99% |
5 Year | 28.21% | 19.66% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.52% | 11.78% |
Sharp | 1.23% | 0.74% |
Beta | 0.74% | 0.65% |
Alpha | 4.89% | 2.4% |
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Fund Managers
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Aditya Khemani | Shreyash Devalkar |
Total AUM | ₹12070 Cr | ₹166770 Cr |
Fund Manage | 3 | 14 |
Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.12 | 13.11 |
Small Cap | 66.39 | 67.41 |
Large Cap | 3.59 | 4.27 |
Mid Cap | 27.9 | 15.27 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.12 | 13.11 |
Auto Components | 3.26 | 7.32 |
Retailing | 2.63 | 1.29 |
Finance | 4.79 | 7.24 |
Industrial Products | 5.8 | 6.74 |
Pharmaceuticals & Biotechnology | 8.2 | 4.25 |
Banks | 2.64 | 3.86 |
Electrical Equipment | 6.86 | 1.55 |
IT - Software | 4.5 | 3.86 |
Consumer Durables | 12.04 | 5.72 |
Paper, Forest & Jute Products | 3.66 | - |
Healthcare Services | 4.38 | 5.8 |
Transport Services | 1.07 | 0.24 |
Petroleum Products | 1.21 | - |
Chemicals & Petrochemicals | 1.16 | 7.64 |
IT - Hardware | 0.97 | - |
Construction | 2.48 | 2.83 |
Commercial Services & Supplies | 0.79 | 0.63 |
Capital Markets | 14.76 | 5.62 |
Aerospace & Defense | 1.49 | 1.38 |
Realty | 2 | 5.26 |
Agricultural, Commercial & Construction Vehicles | 1.72 | - |
Cement & Cement Products | 1.43 | 2.3 |
Telecom - Services | 1.26 | - |
Insurance | 1.2 | - |
Automobiles | 0.87 | - |
Food Products | 2.29 | 1.61 |
Industrial Manufacturing | 3.45 | 2.67 |
Power | 0.97 | - |
Gas | - | 0.55 |
IT - Services | - | 1.17 |
Non - Ferrous Metals | - | 0.41 |
Textiles & Apparels | - | 0.39 |
Agricultural Food & other Products | - | 2.83 |
Financial Technology (Fintech) | - | 1.84 |
Leisure Services | - | 1.07 |
Household Products | - | 0.61 |
Cigarettes & Tobacco Products | - | 0.27 |
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